Filed August 30, 2006
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | -$9,392 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,420 | $50,574-8.2% | $169,368-72.6% | $80,160-42.1% |
| Participation rate | 34.5% | 67.8%-33.3pp | 77.1%-42.6pp | 72.9%-38.4pp |
| Annual return | 19.31% | 22.92%-3.6pp | 405.60%-386.3pp | 40.38%-21.1pp |
| Employer contribution / active EE | $954 | $1,693-43.6% | $4,013-76.2% | $2,978-68.0% |
| Participant deferral / active EE | $1,995 | $4,164-52.1% | $6,221-67.9% | $5,017-60.2% |
| Admin fee / account holder | $82 | $107-23.2% | $9,003-99.1% | $145-43.4% |